Macan Nia, Cfa Email & Phone Number

Toronto, Ontario, Canada

Toronto

The CMS group is a market strategist group within Manulife Asset Management (AM). The team develops its asset class forecasts from independent research and is responsible in a fiduciary manner in advising our clients on their investment portfolio. The team provides advice on equity, fixed income and balance portfolios. Advising occurs through multiple channels including 1:1 client meetings, group presentations, television, print media and conferences. Our clients include: (i) retail end clients (ii) advisors from private wealth and insurance divisions (iii) portfolio managers and (iv) Manulife Mutual Fund distribution channels. • Provide investment advice after understanding client’s investment objectives and constraints in order to recommend a range of investments designed to match the personal financial goals and investment time horizon. • Provide insight on the economy, equity, fixed income markets, and asset allocation with respect to investment strategy. Work with Manulife Asset Management’s portfolio managers to identify actionable investment ideas with respect to Manulife’s investment mandates, asset allocation weightings, and specific portfolio recommendations.• Draw on the CMS’s research capabilities to provide regular written commentary, conference calls and keynote presentations on the global economy, interest rate environment and capital markets. • Responsible for the daily distribution of the WYNTK (What You Need to Know). Personally developed the WYNTK as a summary of news related to geopolitics, PAG’s analysis of relevant macroeconomic data and company events. Initially, the distribution was exclusively to the PAG (team of 6). However, through word of mouth, the current distribution has grown to 300 in less than a year including several high level executives at Manulife Asset Management and Manulife Mutual Funds.

Toronto

MFC TAA team was formed in January 2010, and managed four funds through the utilization of closed-end funds and ETFs. Within a year, we grew AUM to approximately $130 million dollars. The team was also responsible for research that was disseminated throughout Manulife.• Helped to build the infrastructure for the group. Infrastructure was built for Risk Analysis, Return Attribution, Economic Indicators, and Sovereign Market Indices.• Created several financial models which aided in shaping strategy for the group. Financial Models included: Overbought / Oversold Indicators, P/B and P/E analysis of Sovereign Indices, and the Proprietary US Consumer Model which gauged the financial health of the U.S. Retailer. • Assisted TAA team with research for topics presented at bi-monthly meetings. Research was presented to a committee consisting of portfolio managers from Manulife Asset Management. Topics researched included: Homeland Investment Act (Jan 2011), EFSF (Nov 2010), The Potential Contagion from Greece from BIS data (May2010), and Gold (Feb 2010).

Toronto

The Investment Divisional Rotation Program rotates an analyst among four different business units within Manulife over a period of two years. MFC Real Estate Manulife Financials real estate portfolio includes a mix of prime office and industrial properties throughout Canada, the United States and Asia with a carrying value of CDN$5.9 billion.• As a result of the collapse of Lehman Brothers, the landscape was uncertain. Responsible to determine the square footage leased by U.S firms and their lease terms. Supported management with scenario analysis to estimate Manulife Financiers’ exposure. Due to Manulife Financials’ blue chip properties and clients, the consequences were determined to be minimal. MFC Global Fixed IncomeMFC Global Fixed Income manages roughly $12 billion in third party client assets within Investment Grade Bonds, Money Markets and High Yield Bonds.• Responsible for monitoring daily cash flows. Helped upgrade the model by integrating alert mechanisms which notified the user if a certain threshold was violated. As a result, fund managers were up to date with accurate information.• Helped analyze corporate issuers by assessing relative credit fundamentals through traditional financial statement analysis, regulatory environment and competitive strategies. MFC Global Product MFC Global Product supports the portfolio management team and sales and marketing in developing new products and the management of existing products.• Conducted competitive analysis of the market place and aided the Product Team in developing new product ideas to fulfill investor appetite. Helped in conducting analysis to determine whether returns within multiple scenarios would justify launching several new funds.

Hba, Finance

Bcomm, Finance, Minor In Economics